EP
DUSA icon

Eudaimonia Partners’s Davis Select US Equity ETF DUSA Stock Holding History

Eudaimonia Partners’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,200
Closed -$40K – 609
2021
Q1 		$40K Hold
1,200
– – 0.01% 713
2020
Q4 		$35K Hold
1,200
– – 0.01% 705
2020
Q3 		$30K Hold
1,200
– – 0.01% 684
2020
Q2 		$28K Hold
1,200
– – 0.01% 643
2020
Q1 		$23K Hold
1,200
– – 0.01% 629
2019
Q4 		$31K Buy
+1,200
New +$29.9K 0.01% 595

Other funds holding DUSA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Eudaimonia Partners's DUSA Position: Q2 2021 in Review

Eudaimonia Partners sold out of Davis Select US Equity ETF (DUSA) in Q2 2021, closing a stake of 1,200 shares — an estimated $40K sold.

Eudaimonia Partners first reported a position in DUSA in Q4 2019 and held it in 6 quarters. The position peaked at $40K in Q1 2021. 41 funds tracked by Wall St. Rank hold DUSA as of Q2 2021.

  • Eudaimonia Partners reported no remaining Davis Select US Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 1,200 Davis Select US Equity ETF shares in Q2 2021, an estimated $40K.
  • Eudaimonia Partners first reported a position in Davis Select US Equity ETF in Q4 2019 and held it in 6 quarters.
  • Eudaimonia Partners's Davis Select US Equity ETF position peaked at $40K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.